Appraisal Inbox

Open Appraisal Inbox each morning and see exactly what needs your attention first. New requests land in a clean queue where you can sort by urgency, due date, client, or location. Assign an order to a teammate, set milestones, and apply a preset checklist that auto-creates tasks for intake, inspection, comps, and delivery. SLAs and timers keep every step on pace, and when a status changes, the right people are notified without you writing a single email. Notes, property details, and documents live with the order, so you never chase information in different tools.

Booking inspections is just as direct. Drag an order onto the shared team calendar, pick open time slots, and send confirmations to borrowers, agents, and clients in a couple of clicks. Text and email reminders go out automatically, reducing no-shows and last-minute confusion. Reschedules update every stakeholder and shift downstream tasks to protect your deadline. Contact profiles surface phone numbers, preferences, and past history the moment you open an order. Add photos, engagement letters, and supporting files from your desktop or phone and they’re instantly available to the whole team.

Communication happens where the work lives. Each order has a running timeline with messages, @mentions, call logs, and file activity, so context is never lost. Role-based access ensures coordinators, field appraisers, reviewers, and admins see exactly what they need—nothing more. Use quick filters to pull every FHA order due this week, locate addresses within a radius, or find anything by client, tag, or status. Powerful search gets you from question to answer in seconds. Your data is protected with automatic daily backups, so projects are safe and recoverable.

When it’s time to evaluate performance, dashboards highlight cycle times, on-time delivery rates, workload by person, and client volume trends. Drill into bottlenecks, export reports, and share insights with leadership or partners. Fees and commissions are calculated as you close jobs, removing the end-of-month scramble. Build light automations—like alerting a reviewer when comps are uploaded or pinging the coordinator if an inspection hasn’t been set within 24 hours—to keep momentum without micromanaging. With Appraisal Inbox powering intake, scheduling, communication, and measurement, your team runs a predictable, repeatable process that scales with demand.